+605.1%
RVMD vs VRSN
+43.7%
+561.4%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -0.5% |
| 7D | -3.0% | +0.2% | -3.2% | -3.1% |
| 30D | -0.7% | +3.8% | -4.5% | -2.8% |
| 3M | +36.5% | +5.0% | +31.5% | +31.4% |
| 6M | +104.6% | +24.9% | +79.7% | +77.4% |
| YTD | +155.8% | +21.6% | +134.2% | +122.9% |
| 1Y | +340.7% | +2.4% | +338.3% | +323.7% |
| 3Y | +519.9% | +47.3% | +472.6% | +368.2% |
| 5Y | +584.9% | +34.7% | +550.2% | +436.1% |
| All | +605.1% | +43.7% | +561.4% | +419.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VRSN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling